Plan Snapshot
- Plan Sponsor: Mizuho Bank Ltd.
- Sponsor EIN: 135624234
- Sponsor Address: 1271 AVENUE OF THE AMERICAS, NEW YORK, NY, 10020
- Plan Type: DB
- Plan Number: 009
- Total Participants: 2
- Total Assets: $4.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2023 | 2 | $4.3M | $0 | $0 |
| 2022 | 698 | $137.8M | $0 | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| BUCK GLOBAL LLC | Other Service Provider | $434,522 | — | $434,522 |
| THE BANK OF NEW YORK MELLON | Other Service Provider | $291,212 | — | $291,212 |
| FIDUCIARY INVESTMENT ADVISORS | Other Service Provider | $44,443 | — | $44,443 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $770,177
- Estimated Expense Ratio: 18.090% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2023 | $889,963 | $33,750 | — | — | — |
| 2022 | $476,300 | $14,257 | — | — | $323,619 |